Summary
The fund seeks long-term capital appreciation by investing in companies of any size that are having a positive impact on the environment, social progress, and sustainable economic growth.
The solutions and products of these impact companies may include improving water quality, reducing carbon footprint, promoting and adopting fair labor practices and shared values with stakeholders.
The investment process reviews financial strength, earnings growth, market leadership and long-term growth outlooks of potential investments.
Link
Fund Manager(s)
Price
Documents
Performance
YTD
6%
3 Year
-6.34%
5 Year
20.87%
Best
38.92%
2020
Worst
-33.68%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 6% | 8.8% | -14.8% | 2.4% | -15.7% | 17.6% | - | - | - | - |
| Q2 | - | 5.7% | -21.5% | 10.2% | 33.3% | 3.7% | 0.3% | - | - | - |
| Q3 | - | -4.4% | -2.8% | -15.4% | 5.3% | -3.6% | 6.3% | - | - | - |
| Q4 | - | 18.4% | 2% | -4.2% | 17.4% | 5.9% | -14.9% | - | - | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.6% | 5.5% | - | - | - | - | - | - | - | - | - | - |
| 2023 | 7.7% | -1.8% | 2.8% | -2.5% | 2.3% | 5.9% | 3.1% | -2.3% | -5.1% | -3.6% | 12.5% | 8.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6% | 29% | -34% | -9% | 39% | 26% | 0% | 0% | 0% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PNOTX | 6% | 29% | -34% | -9% | 39% | 26% | - | - | - | - |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 6% | 29% | -5% | -34% | 2% | -8% | - | - | - | - |